Michael Weinberg Publications

Academic Papers

The Journal of Impact & ESG “NLP for SDGs: Measuring Corporate Alignment with the Sustainable Development Goals.” Co-author. March 1, 2022. SSRN July 8, 2021.

Institutional and Pension Investing – Author

Institutional Investor

• “What Does ESG Need to Work?.” Author. August 31, 2022.
• “Asset Owners Are Overweight Private Equity (Again).” Author. July 8, 2022.

AIMA Journal

• “A Personal Perspective on the Future of Discretionary Asset Management.” Author. June 28, 2021.
• “Optimizing Computer Vision Technology For Autonomous Learning Investment Strategies.” Author.
• “Think Twice, It Ain’t Alright…ALIS Clarified.” Author. Q2 2018.
• “What a Long Strange Trip It’s Been…On ALIS.” Author. Q1 2018.
• “General observations on activism, economics, and the macroeconomic environment.” Author. Q4 2016.
• “If you were put in charge of all of the pensions in the world tomorrow, what is the first step you would take?” Author. Q3 2015.
• “Small Hedge Funds Complement Large Ones.” Author. Q2 2015.

Pensions & Investments

• “Customization key in investor search for better returns.” September 16, 2019.
• “Welcome To The Machine.” March 29, 2018.
• “Hedge fund fees – a perfect solution.” Co-author with Jeffrey Tarrant, Adil Abdulali. March 6, 2017.
• “Misalignment of incentives, investor-level gates – belts vs. suspenders?” February 10, 2016.
• “Netting Risk Not Widely Understood.” May 23, 2014.

Hedge Fund Intelligence, Absolute Return – Institutional Investor

• “2017 Investor Outlook.” January 19, 2017.
• “2016 Investor Outlook.” January 15, 2016.
• “It's time to decrease equity beta.” January 16, 2014
• “Hating on hedge fund fees is bad for your retirement.” July 25, 2013
• “Why equity long/short investing is not dead and never will be.” April 17, 2013

Clear Path Analysis, Investing in Fixed Income, North America

• “After a multi-decade bond bull market, what alternative strategies could institutional investors allocate to that to have a positive expected return irrespective of interest rates?” Fall 2015.

International and Domestic Newspapers

The New York Times. Op-ed Author.

• “Room For Debate-with Nick Fox - Secrecy Can Help Beneficiaries.” May 8, 2014.

The Wall Street Journal. Interviewee.

• “Alternative Mutual Funds May Disappoint.” April 29, 2013.
• ”Dow Closes Lower on Jobs Data.” May 3, 2012.

The Financial Times. Interviewee.

• “Liquid Alts – Ignites.” May 1, 2014.
• “Cash-rich Laggards Attract Investors Amid Euro Anxiety.” May 18, 2012
• “Critics Warn of Dangers of Cov-lite Loans Stage Return.” May 11, 2012
• The Dong-A Ilbo. Interviewee. January 17, 2018.

Investment – Internet News – Interviewee

• 100 Women in Finance
  • “…Global Fund Women Week.” Interviewee. October 28, 2020.
• Hedge Fund Alert
  • “Big Numbers for 100 Women Event.” Interviewee. October 21, 2020.
• Risk.net
  • “Quants ‘running into walls’ with AI interpretability.” February 8, 2019.
• Barron’s
  • “Only a Third of Hedge Funds Charge ‘2 and 20’ Fees, Says Expert.” November 10, 2018.
• CNBC
  • “Hedge fund Everest Capital falls off a Swiss cliff.” March 16, 2015.
  • “Jilted hedge funds even more in love with Japan.” November 21, 2014.
  • “Ackman, Loeb, other activists hardly finished: Pros.” August 25, 2014.
  • “The Amazing Career of Lee Cooperman.” July 15, 2014.
  • “Bridgewater up as other macro hedge funds lag.” April 8, 2014.
  • “Hedge funds reverse course on dollar.” March 25, 2014.
  • “Chanos up as many shorts stumble.” February 12, 2014.
  • “Berkowitz's no-hedge hedge fund up 33%.” January 16, 2014.
• Reuters
  • “Once terrified, hedge fund managers warm to Trump.” November 18, 2016.
  • “Global Wealth Summit 2016 Interview - Protege Partners eyes new deals...” November 16, 2016.
  • “Some hedge funds post mega-gains, brighten industry gloom.” October 20, 2016.
  • “Palm Beach hedge fund glitz fails to impress some investors.” January 28, 2016.
  • “Name change marks cultural shift as hedge funds convene in Monaco.” June 13, 2014.
  • “Global Wealth Summit 2015 Interview - Asia seen as sweet spot for U.S. investors.” June 9, 2015.
  • “Hedge funds outperform slumping stocks in January, burnish image.” February 7, 2014
  • “Ackman's mettle tested as Herbalife battle rolls into year two.” December 20, 2013
  • “Analysis: Why hedge funds still manage to seduce.” November 22, 2013
  • “Investor Ader turns to full-time activism with new firm.” October 23, 2013.
• Hedgeweek
  • “Discover the future of data at the Amsterdam Investor Forum.” February 7, 2019.
  • “The impact of AI and machine learning on the hedge fund industry.” August 3, 2017.
• Financial News
  • “Only a Third of Hedge Funds Charge ‘2 and 20’ Fees, Says Expert.” November 8, 2018. London, UK.

Academic Websites – Author, Curriculum Contributor and Interviewee

CFA Institute

• “CFA Society Italy Guide to Alternative Investments.” Interviewee. February 2019.
• “Manager Selection and Due Diligence in Autonomous Learning Investment Strategies (ALIS)” Interviewee. May 10, 2018.
• “What a Long Strange Trip It’s Been…on ALIS.” Author. January 8, 2018.
• CFA Executive Education. Contributor and Advisor. Winter 2017.
• CFA Curriculum. Contributor, Advisor and Editor. Spring/Summer 2017.
• “Small Hedge Funds Complement Large Ones.” Author. May 19, 2015.

FDP

• “The Times They Are A-Changin’ – A conversation about Autonomous Learning Investment Strategies.” Interviewee. December 9, 2019.

CAIA - All About Alpha

• “The Same Old Song and Dance | Portfolio for the Future | CAIA.” Author. September 28, 2022.
• “Busted.” Author. September 5, 2022.
• “Perspective: Data de Groove.” Author. 3Q2018.
• “Brief Thoughts on the Impacts of Autonomous Learning Investment Strategies on Investment Management and Employment.” Author. July 21, 2017.
• “The Performance Drag of Liquid Hedge Fund Strategies.” Co-authored w/Andrew Beer. April 21, 2014. Opalesque

Investment Innovation Institute(I3).

• “The Endowment Model and Innovation.”Interviewee. August 31, 2022.

Random Walks Blog.

• “On the Use of a Liquidity Line – RANDOM WALKS – Investment Management (wordpress.com).” Citation. October 3, 2022.

NYU Stern - eValuation

• “Active vs. Passive.” December 2016.

Investment – Print and Online Publications

Bloomberg Brief - Verbatim: Conference. Quotes. October 18, 2016.

Spotlight. Interviewee. July 26, 2016.

Bloomberg Business Week. - “CBS Students Get an Online Place of Their Own.” May 24, 2013.

ValueWalk. - Seeding Hedge Funds Increases During Malaise. Quoted. July 26, 2016.

The Manual of Ideas. Interviewee. July 2016.

• “Michael Weinberg on Finding Great Fund Managers.”
• “My Favorite Highlights from the Newest Issue of The Manual of Ideas”

HFM Week.

• “Europe’s biggest hedge fund investor committed to ESG.” Interviewee. February 7, 2019.
• “Citi PB consulting head takes on new big data role.” Interviewee. September 11, 2017.
• “Is cap intro past its sell-by date?” Interviewee. August 11, 2017.
• “Protégé Partners: The Art of Seeding Talent.” Interviewee. December 19, 2016.
• “Seeding Top 5, Fall 2016.” Interviewee.
• “Seeding Top 5, Fall 2015.” Interviewee.

Peltz International, Infovest21, Investor Focus

• “The Future of Fund-of-Funds.” Article – Quoted. March 2018.
• “White Paper: Rethinking the Fee Paradigm.” Paper – Quoted. March 29, 2017.
• “Special Research Report - Investors’ Guide to Quant Funds December 2016.” Article – Quoted. December 2016.
• “Early Stage Investing Evolution and Outlook.” Article – Quoted. October 2016.
• “Outlook for the '40 Act space.” Article – Quoted. April 1, 2014.
• “Transitioning to Asset Management.” Panelist and Co-creator. March 2014.
• “Outlook for long-only funds in 2014.” Article, Quoted. February 7, 2014.
• “Asset Allocation, Inefficiencies, Outlook-Interviewee.” Investor Focus-Monthly Print Publication. 6/13.
• “Hedge Fund Fees and Terms.” Panelist, Co-creator, and Quoted in White Paper. June 2013

Opalesque

• “Protégé Partners’ Michael Weinberg sees Asia as 'sweet spot’ for U.S. investors.” June 10, 2015.
• “People – Protege Partners hires Michael Weinberg as chief investment strategist.” August 7, 2014.
• “Pension Plans & Family Offices as Asset Allocators.” Opalesque Interviewee. May 9, 2013.

Business Insider.

• “Meet the 8 people with new ideas about data, fees and tech who are shaking up the $3.2 trillion hedge fund game.” August 19, 2019.
• “Red Flags at New Hedge Funds.” Article. February 18, 2016.

The Financial News.

• “The Fourth Industrial Revolution.” Interviewee. Seoul, Korea. September 13, 2017.
• “From Total Eclipse to Machine Running.” Seoul, Korea. August 24, 2017.
• “Autonomous Learning Investment Strategies.” Seoul, Korea. August 23, 2017.

FinAlternatives.

• “CTHFA – Autonomous Learning Investment Strategies.” August 2017.
• Welling On Wall St. “Surfing The Third Wave – AI Investing.” November 17, 2017.

Hedge Funds Review. “Innovation at heart of funds of hedge funds.” Interviewee. October 31, 2011.

Data Driven Investor. “When Machine Learning Meets Investing.” October 17, 2108.

Investment – Research Papers

KPMG. “Sustainable investing:fast-forwarding its evolution.” Contributor. February 2020.

World Economic Forum. “The Fourth Industrial Revolution – The impact of AI on Finance.” Contributor Winter 2018.

Citi. “Industry Revolution Series.” Contributor. March 2018.

AOI. “Hedge Fund Fees: Achieving Great LP/GP Economic Alignment.” Contributor. June 2017.

AIMA.

• “Perspectives.” Research committee co-creator. Spring 2018.
• “A View from The Top.” Co-author. Spring 2018.
• “In Concert - Exploring the alignment of interests between hedge fund managers and investors.” Co-author. Fall 2016

New York Society of Security Analysts (NYSSA)

Valuewalk. “Protégé Partners Makes Another Wager.” Subject. June 26, 2017.

“A Brief Synopsis of CFA NY's Ben Graham IV Conference.” Author. August 20, 2017.

“CFA Society New York Celebrates Benjamin Graham and 80th Anniversary.” Quoted. June 12, 2017.

“2016 NYSSA Awards.” Recipient. Fall 2016.

“NYSSA Takes Hard Look at Hedge Fund Industry.” Co-Author. October 21, 2016.

“A note from the Chair of NYSSA’s Value Investing Thought Leadership Group, Michael Oliver Weinberg, CFA, on The Annual Benjamin Graham Conference." Author. July 6, 2015.

“NYSSA’s highly anticipated Annual Benjamin Graham Conference.” Author. July 5, 2016.

CFAI. “And Then What? Insights from NYSSA’s Benjamin Graham Conference.” Article. July 13, 2016.

“$10 Billion of Single Family Office's AUM Presented at NYSSA’s Asset Owners Series.” March 11, 2016.

Investment and Text - Books

Puca, Antonella. Early-Stage Valuation. Reviewer. 2020

Shrier, David. Artificial Intelligence in Algorithmic Trading. Contributor. 2018

Nielsen, Youngju. Financial Economics. Interviewee. 2016.

Wilson, Richard. The Single-Family Office Book. Interviewee. 2014.

Blogs

Eisner Amper. Trends Watch. Interviewee. August 3, 2017.

Columbia Business School - Author

ColumbiaYou “Cluster-mates and Co-professors – On the Other Side of the Classroom.” Author. February 2017.

Columbia Ideas at Work.

“With Markets on Edge, Traders Seek Independent Returns.” Interviewee. June 22, 2016. http://www8.gsb.columbia.edu/ideas-at-work/publication/1819>.

CBS Notes to the Next Class

• “Grad Grams: Alumni Offer Words of Wisdom to Class of 2018” May 2018.
• “Education is a lifelong pursuit.” May 2015.
• “Top 5 List for New Students.” Author. August 2014.
• “From Student to Adjunct Professor.” Author. May 2013.
• “Columbia Business School Reunion 2008.” Attendee. April 2008.

AIMA Council

Financial News. “Moves of the week: AIMA appoints new chair.” October 7, 2016.

FINalternatives. “AIMA Names Millenium’s Lorne as Council Chairman.” October 6, 2016.

Financial Technologies Forum. “AIMA names new chair and board.” October 3, 2016.

Funds Europe. “AIMA appoints chair and new council members.” September 30, 2106.

The Trade. “Millenium management chief to head up AIMA board.” September 28, 2106.

Opalesque. “AIMA announces new chair and board of directors.” September 28, 2016.

Bloomberg. “AIMA announces executive changes.” September 27, 2016. http://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=13525868.

AIMA. “AIMA Announces New Chair and Board of Directors.” September 27, 2016.

Investment Executive. “AIMA Announces New Chairman.” September 27, 2016.

APG

With.Intelligence. “APG hedge fund and alternative alpha head departs.” September 15, 2022.

Pension & Investments. “APG brings on head of hedge funds and alternative alpha.” April 9, 2019.

Opalesque. “Protégé Partners Weinberg joins APG Asset Management.” April 9, 2019.

HFM Investhedge. “Protégé’s Weinberg joins APG Asset Management.” March 3, 2019.

HFM Investhedge. “MOV37 shifts to ‘advisory’ model focused only on AI-driven funds.” February 28, 2019.

MOV37

PR Newswire. “MOV37 Assembles Visionaries and Practitioners in Artificial Intelligence, Data Science, Alternative Data, Blockchain and ALIS.” March 8, 2018. <

Protégé Partners

Pensions & Investments. “Protégé’s Tarrant moves into Chairman role.” August 4, 2107.

HFMInvestHedge

• “Protégé Founder Jeffrey Tarrant Dies.” August 9, 2019.
• “Jeffrey Tarrant steps down from day-to-day management of Protégé.” August 4, 2017.

HedgeFund Intelligence. “FRM's Weinberg Joins Protege Partners in Senior Investment Role.” 8/22/14

HFM Week. “Protege Hires Michael Weinberg.” August 20, 2014.

Reuters. “Protege hires Weinberg as Chief Strategist.” August 6, 2014.

HFObserver. “Featured Moves - Hedge Fund Hires.” July 2014.

Hedge Fund Alert. “Protege Adds Firepower to New Unit.” July 9, 2014.